Secure your client's future with expert guidance
Defined Benefit (DB) transfers require specialist expertise, and our consultancy service is designed to provide comprehensive, compliant, high-quality support from a fully qualified Pension Transfer Specialist. We offer a full range of solutions, including:
- Appropriate Pension Transfer Analysis (APTA) and Transfer Value Comparator (TVA) – where we provide a detailed and objective analysis of transfer values to help assess the financial implications of leaving a defined benefit scheme. This analysis is a key component of the DB advice process and must be undertaken where the client wishes to proceed to full advice.
- Abridged Advice Reports: Concise initial assessments to determine whether a full transfer review is appropriate.
- Full DB Transfer Suitability Reports: Thorough, personalised reports prepared by a fully qualified pension transfer specialist, ensuring every recommendation is robust, compliant, and tailored to the client’s specific needs.
Our process adheres strictly to regulatory requirements, providing you and your clients with clarity and confidence. By partnering with us, you’ll gain access to the expertise and support needed to handle the complexities of DB transfers effectively, ensuring the best outcomes for your clients while meeting all compliance obligations.
Disclaimer:
We provide consultancy services to support advisers in the DB pension transfer advice process. However, the responsibility for ensuring the suitability of advice remains solely with the adviser. We are not authorised or regulated by the FCA and do not provide or take responsibility for regulated advice, including DB pension transfer recommendations.
